November 2011

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October 30, 2012 

The Artistic Side of Tax Compliance: Planning

Are you or your clients suffering from "intaxication?" Understanding the tax code is hard and the penalties can be severe. But a good tax professional can help prepare and even reduce your taxes, if you consult with them before the end of the year.

Isaac M. O'Bannon

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October 7, 2011 

Serenic Software — Serenic Navigator

877-737-3642 www.serenic.com   2011 Overall Rating 5 Best Fit Serenic Navigator is a powerful system optimally designed for larger nonprofit organizations that need a fully integrated financial solution that provides solid performance and system reliability. Smaller users may wish to utilize the SaaS version, Navigator Online, which was designed for small to mid-sized users. Strengths...…

Mary Girsch-Bock

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October 7, 2011 

Cougar Mountain Software — DENALI FUND+Accounting

800-388-3038 www.cougarmtn.com    2011 Overall Rating 4.75 Best Fit DENALI is flexible and easily accessible, making it a perfect choice for small to mid-sized nonprofit organizations that desire a scalable and user-friendly product. Strengths Modular design ensures system flexibility Intuitive user interface make system navigation easy Financial & Sales Dashboards Excellent reporting customization options Integration...…

Mary Girsch-Bock

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October 7, 2011 

eTEK International Inc. — eTEK Fundamentals

800-888-6894 www.etek.net   2011 Overall Rating 4.5 Best Fit eTEK Fundamentals is a brand new product optimally designed for small to mid-sized nonprofit organizations, offering a high level of security with its SaaS version. Strengths Built on Microsoft Office platform for easy system navigation Excellent fund raising module available Easy report customization Solid import/export capability...…

Mary Girsch-Bock

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October 7, 2011 

Aqubanc, LLC – Cheque 21

800-350-4720 www.aqubanc.com Cheque 21 System, from Aqubanc LLC is a donation processing software product designed for larger nonprofit organizations, and is designed to speed up donation/gift acceptance for more immediate donor acknowledgement. Cheque 21 works with many popular nonprofit software products including Blackbaud Raiser’s Edge and eCRM, Amergent, Talisma, PledgeMaker, Donor Perfect and Sage. Ideal...…

Mary Girsch-Bock

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October 7, 2011 

CYMA Systems Inc. — CYMA Not-For Profit Fund Accounting Software

800-292-296 www.cyma.com   2011 Overall Rating 4.75 Best Fit CYMA would fit well in small to mid-sized nonprofit organizations that require flexibility, scalability, and customization capabilities not often found in basic, off-the-shelf products. Strengths Excellent report customization Solid grant tracking Easy system navigation Solid import/export capability 3 separate data-entry modes Potential Limitations No fundraising module...…

Mary Girsch-Bock

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October 7, 2011 

Sage Non-Profit and Hosted Solutions for Sage Accountants Network Members

  The Sage Accountants Network has a wide range of products, which gives it more breadth than almost any other competing program. While some competing programs have strong solutions for a small business, and others cater to large, global organizations, the Sage Accountants Network allows accounting professionals to access discounted software for small, midsized and...…

Brian Tankersley

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October 7, 2011 

New Skills Required for Taking Your Firm Digital

It never ceases to amaze me how quickly things change in my office. And as you know, it requires a steady vigilance to stay in front of change. I spend a great deal of time evaluating the efficiency of my staff and the consistency of strategies implemented across my firm. Both of these areas must...…

Darren Root, CPA, CITP, CGMA

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October 6, 2011 

Back to the Basics: Internet Searching 101

How good are you at searching for things online? Do you generally find what you need quickly, or does it sometimes take what seems like an eternity to finally realize success? Even worse, do you occasionally give up? If you’re not in the first group above, you have something in common with today’s college students....…

Isaac M. O'Bannon

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October 6, 2011 

The ABCs of Capturing Best Practices

We’ve all seen the statistics that point to the incredible brain drain that will occur in the accounting profession over the next decade, and most firms have experienced the loss of a key person that left the firm, taking with them key knowledge or experience that the firm wishes they would have captured. Without a...…

Roman Kepczyk

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October 6, 2011 

How Creative Service Begets Proper Pricing

Last month, we dove into Daniel Pink’s book, “A Whole New Mind: Why Right-Brainers Will Rule the Future.” We learned how six new senses he identified in his book are changing how the Western world does their work. As a refresher, these six new senses are Design, Story, Symphony, Empathy, Play and Meaning. Employing our...…

Jason Blumer

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October 6, 2011 

Accountant Programs That Can Help You Plan

Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed…

Randy Johnston

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October 6, 2011 

Intuit Lacerte Tax Planner

800-765-7777 www.lacertesoftware.com    2011 Overall Rating 4.5 Best Fit  Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System...…

Isaac M. O'Bannon